Integration
Connect EquipDash and Salesforce
When Booking Status Changed fires in EquipDash, your agent runs Create object record in Salesforce, or New object record in Salesforce to Add Note to Customer in EquipDash. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want EquipDash and Salesforce to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What EquipDash and Salesforce can do together
From EquipDash to Salesforce
When Booking Status Changed in EquipDash
then Create object record in Salesforce
From Salesforce to EquipDash
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with EquipDash and Salesforce
Triggers and actions 20 triggers · 44 actions
- Booking Cancelled
Triggers when a booking is cancelled.
- Booking Checked In
Triggers when a booking is checked in.
- Booking Picked Up
Triggers when a booking is picked up.
- Booking Returned
Triggers when a booking is returned.
- Booking Status Changed
Triggers when a booking status changes.
- Booking Updated
Triggers when a booking is updated.
- Customer Updated
Triggers when a customer is updated.
- Experience Created
Triggers when a new experience is created.
- Experience Schedule Created
Triggers when an experience schedule is created.
- Experience Updated
Triggers when an experience is updated.
- Inventory Added
Triggers when inventory is added to a product.
- Inventory Updated
Triggers when inventory is updated.
- New Customer
Triggers when a new customer is created.
- Payment Received
Triggers when a payment is received.
- Product Created
Triggers when a new product is created.
- Product Updated
Triggers when a product is updated.
- Promo Code Created
Triggers when a new promo code is created.
- Shift Created
Triggers when a new shift is created.
- Add Inventory to Product
Adds inventory to a product.
- Add Note to Booking
Adds a note to a booking.
- Add Note to Customer
Adds a note to a customer.
- Add Note to Workshop
Adds a note to a workshop item.
- Add Payment to Booking
Adds a payment to a booking.
- Add Pricing to Product
Adds a pricing tier to a product.
- Add Schedule to Experience
Adds a schedule slot to an experience.
- Add to Workshop
Adds an item to the workshop.
- Archive Experience
Archives an experience.
- Archive Product
Archives a product.
- Cancel Booking
Cancels a booking.
- Check Product Availability
Checks availability of a product for given dates.
- Create Booking
Creates a new booking.
- Create Customer
Creates a new customer.
- Create Experience
Creates a new experience.
- Create Experience Category
Creates a new experience category.
- Create Product
Creates a new product.
- Create Product Category
Creates a new product category.
- Create Promo Code
Creates a new promo code.
- Create Shift
Creates a new staff shift.
- Create Tag
Creates a new tag.
- Create Voucher
Creates a new voucher.
- Delete Customer
Deletes a customer.
- Find Customer
Finds a customer.
- Find Experience
Finds a experience.
- Find Product
Finds a product.
- Find Promo Code
Finds a promo code.
- Find Staff
Finds a staff.
- Find Voucher
Finds a voucher.
- Remove From Workshop
Removes an item from the workshop.
- Update Booking Status
Updates the status of a booking.
- Update Customer
Updates a customer.
- Update Experience
Updates an experience.
- Update Product
Updates a product.
- Update Tags on Booking
Updates the tags on a booking. Provide tag names — existing tags are matched, new tags are created automatically.
- New object record
Polling trigger: fires for each new record created in the specified SObject type. Polls SOQL ordered by CreatedDate descending.
- New or updated object record
Polling trigger: fires for each record created or modified in the specified SObject type. Polls SOQL ordered by SystemModstamp descending.
- Create object record
Creates a new record of the specified SObject type (standard or custom, e.g. Account, Contact, Lead, Opportunity, Case, or MyObject__c) with the supplied field values.
- Delete object record
Deletes an existing SObject record by object type and record ID.
- Describe object
Returns the full field and metadata description (describe) for an SObject type — useful for discovering available fields and their API names.
- Find most recent created or updated record
Returns the single most recently created or last-modified record for the specified SObject type (ordered by SystemModstamp DESC, LIMIT 1).
- Find object records
Finds matching records for an SObject type by a field/value equality match via SOQL. Returns Id and the requested fields for all matches.
- Get object record
Retrieves a single SObject record by object type and record ID. Optionally restrict returned fields with a comma-separated 'fields' list.
- List objects
Lists all available SObject types (standard and custom) on the org.
- SOQL query
Executes a SOQL query against the org and returns matching records. Example: SELECT Id, Name FROM Account WHERE CreatedDate = TODAY.
- Update object record
Updates an existing SObject record by object type and record ID with the supplied field values. Salesforce returns no body on success (HTTP 204).
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from EquipDash
EquipDash to DashlyDashly turns visitors into customers with data-driven conversation and marketing.
EquipDash to KnockNotification infrastructure API for sending multi-channel messages: email, SMS, push, in-app, and chat...
EquipDash to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
EquipDash to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
EquipDash to Google SheetsGoogle Sheets
EquipDash to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
More into Salesforce
Google Calendar to SalesforceGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to SalesforceGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to SalesforceMailchimp marketing automation and email platform.
QuickBooks Online to SalesforceQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
Pipedrive to SalesforcePipedrive is a sales CRM and pipeline management tool.
Questions
EquipDash and Salesforce, answered
What can start an automation from EquipDash?
Any of EquipDash's 18 triggers in the catalog, including Booking Status Changed, Booking Updated, Customer Updated and Experience Created. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Salesforce when something happens in EquipDash?
Any of Salesforce's 9 actions, including Create object record, Find most recent created or updated record, Update object record and Describe object. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Salesforce to EquipDash?
Yes. When something happens in Salesforce, your agent can act in EquipDash too. This page covers both directions: Salesforce's triggers and EquipDash's actions are listed here as well.
Do I have to build a connector for EquipDash or Salesforce?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use EquipDash and Salesforce without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.